CWS
SCD

Confluence Wealth Services’s LMP Capital and Income Fund SCD Stock Holding History

Confluence Wealth Services’s Portfolio SCD Stock Details SCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,810
Closed -$88K – 980
2021
Q4 		$88K Buy
+5,810
New +$88K 0.03% 355